Interview with Suhas Kundapoor, Greenwich Advisors
04/16/2008 12:00 am EST
Kundapoor joined us to talk about the strategy of his funds as well as emerging markets in general. View the complete interview
Inside an India Fund.
Kundapoor noted that although Brazil, Russia, India, and China are often lumped together as the BRIC countries, their economies are significantly different. While Brazil and Russia are commodity-driven right now, both India and China are still consumer stories. View the complete interview Which BRICs to Buy?
India is a story of a young populace migrating to the cities—both supporting continued demand. He sees India as a country whose growth is identical to America in the 50s and 60s. Consumer demand and pressure to improve infrastructure should drive growth for the next few decades. View the complete interview India's Top Sectors.
However, in both India and China, Kundapoor cautioned that investors must still pick and choose very carefully. View the complete interview India's Three Macro Trends.